Geneos Wealth Management Inc.: INGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on INGR, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 4,454 INGR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 4,454 sharesChange vs previous 13F -118 shares
0.01% of the 13F portfolio, value $421,881.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,572 sharesChange vs previous 13F -140 shares
0.01% of the 13F portfolio, value $515,082.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,712 sharesChange vs previous 13F +1,644 shares
0.01% of the 13F portfolio, value $519,545.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,068 sharesChange vs previous 13F -391 shares
0.01% of the 13F portfolio, value $374,633.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,459 sharesChange vs previous 13F -1,238 shares
0.01% of the 13F portfolio, value $469,110.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 4,697 sharesChange vs previous 13F +3,567 shares
0.01% of the 13F portfolio, value $635,082.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,130 sharesChange vs previous 13F +58 shares
0.01% of the 13F portfolio, value $155,443.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,072 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $147,325.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).